Enroll and configure Surface devices with SEMM

05/09/2017

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With Microsoft Surface Enterprise Management Mode (SEMM), you can securely configure the settings of Surface UEFI on a Surface device and manage those settings on Surface devices in your organization. When a Surface device is managed by SEMM, that device is considered to be enrolled (sometimes referred to as activated). This article shows you how to create a Surface UEFI configuration package that will not only control the settings of Surface UEFI, but will also enroll a Surface device in SEMM.

Download and install Microsoft Surface UEFI Configurator

The tool used to create SEMM packages is Microsoft Surface UEFI Configurator. You can download Microsoft Surface UEFI Configurator from the Surface Tools for IT page in the Microsoft Download Center.
Run the Microsoft Surface UEFI Configurator Windows Installer (.msi) file to start the installation of the tool. When the installer completes, find Microsoft Surface UEFI Configurator in the All Apps section of your Start menu.

Create a Surface UEFI configuration package

The Surface UEFI configuration package performs both the role of applying a new configuration of Surface UEFI settings to a Surface device managed with SEMM and the role of enrolling Surface devices in SEMM. The creation of a configuration package requires you to have a signing certificate to be used with SEMM to secure the configuration of UEFI settings on each Surface device. For more information about the requirements for the SEMM certificate, see Microsoft Surface Enterprise Management Mode.

When you are prompted to confirm the certificate password, enter and confirm the password for your certificate file, and then click OK.

Click Password Protection to add a password to Surface UEFI. This password will be required whenever you boot to UEFI. If this password is not entered, only the PC information, About, Enterprise management, and Exit pages will be displayed. This step is optional.

When you are prompted, enter and confirm your chosen password for Surface UEFI, and then click OK. If you want to clear an existing Surface UEFI password, leave the password field blank.

If you do not want the Surface UEFI package to apply to a particular device, on the Choose which Surface type you want to target page, click the slider beneath the corresponding Surface Book or Surface Pro 4 image so that it is in the Off position. (As shown in Figure 3.)

Figure 3. Choose the devices for package compatibility

Click Next.

If you want to deactivate a component on managed Surface devices, on the Choose which components you want to activate or deactivate page, click the slider next to any device or group of devices you want to deactivate so that the slider is in the Off position. (Shown in Figure 4.) The default configuration for each device is On. Click the Reset button if you want to return all sliders to the default position.

Figure 4. Disable or enable individual Surface components

Click Next.

To enable or disable advanced options in Surface UEFI or the display of Surface UEFI pages, on the Choose the advanced settings for your devices page, click the slider beside the desired setting to configure that option to On or Off (shown in Figure 5). In the UEFI Front Page section, you can use the sliders for Security, Devices, and Boot to control what pages are available to users who boot into Surface UEFI. (For more information about Surface UEFI settings, see Manage Surface UEFI settings.) Click Build when you have finished selecting options to generate and save the package.

In the Save As dialog box, specify a name for the Surface UEFI configuration package, browse to the location where you would like to save the file, and then click Save.

When the package is created and saved, the Successful page is displayed.

Note: Record the certificate thumbprint characters that are displayed on this page, as shown in Figure 6. You will need these characters to confirm enrollment of new Surface devices in SEMM. Click End to complete package creation and close Microsoft Surface UEFI Configurator.

Figure 6. The last two characters of the certificate thumbprint are displayed on the Successful page

Now that you have created your Surface UEFI configuration package, you can enroll or configure Surface devices.

Note: When a Surface UEFI configuration package is created, a log file is created on the desktop with details of the configuration package settings and options.

Enroll a Surface device in SEMM

When the Surface UEFI configuration package is executed, the SEMM certificate and Surface UEFI configuration files are staged in the firmware storage of the Surface device. When the Surface device reboots, Surface UEFI processes these files and begins the process of applying the Surface UEFI configuration or enrolling the Surface device in SEMM, as shown in Figure 7.

Figure 7. The SEMM process for configuration of Surface UEFI or enrollment of a Surface device

Before you begin the process to enroll a Surface device in SEMM, ensure that you have the last two characters of the certificate thumbprint on hand. You will need these characters to confirm the device’s enrollment (see Figure 6).

To enroll a Surface device in SEMM with a Surface UEFI configuration package, follow these steps:

Run the Surface UEFI configuration package .msi file on the Surface device you want to enroll in SEMM. This will provision the Surface UEFI configuration file in the device’s firmware.

Select the I accept the terms in the License Agreement check box to accept the End User License Agreement (EULA), and then click Install to begin the installation process.

Click Finish to complete the Surface UEFI configuration package installation and restart the Surface device when you are prompted to do so.

Surface UEFI will load the configuration file and determine that SEMM is not enabled on the device. Surface UEFI will then begin the SEMM enrollment process, as follows:

Surface UEFI will verify that the SEMM configuration file contains a SEMM certificate.

Surface UEFI will prompt you to enter to enter the last two characters of the certificate thumbprint to confirm enrollment of the Surface device in SEMM, as shown in Figure 8.

Figure 8. Enrollment in SEMM requires the last two characters of the certificate thumbprint

Surface UEFI will store the SEMM certificate in firmware and apply the configuration settings that are specified in the Surface UEFI configuration file.

The Surface device is now enrolled in SEMM and will boot to Windows.

You can verify that a Surface device has been successfully enrolled in SEMM by looking for Microsoft Surface Configuration Package in Programs and Features (as shown in Figure 9), or in the events stored in the Microsoft Surface UEFI Configurator log, found under Applications and Services Logs in Event Viewer (as shown in Figure 10).

Figure 9. Verify the enrollment of a Surface device in SEMM in Programs and Features

Figure 10. Verify the enrollment of a Surface device in SEMM in Event Viewer

You can also verify that the device is enrolled in SEMM in Surface UEFI – while the device is enrolled, Surface UEFI will contain the Enterprise management page (as shown in Figure 11).

Figure 11. The Surface UEFI Enterprise management page

Configure Surface UEFI settings with SEMM

After a device is enrolled in SEMM, you can run Surface UEFI configuration packages signed with the same SEMM certificate to apply new Surface UEFI settings. These settings are applied automatically the next time the device boots, without any interaction from the user. You can use application deployment solutions like System Center Configuration Manager to deploy Surface UEFI configuration packages to Surface devices to change or manage the settings in Surface UEFI.

If you have secured Surface UEFI with a password, users without the password who attempt to boot to Surface UEFI will only have the PC information, About, Enterprise management, and Exit pages displayed to them.

If you have not secured Surface UEFI with a password or a user enters the password correctly, settings that are configured with SEMM will be dimmed (unavailable) and the text Some settings are managed by your organization will be displayed at the top of the page, as shown in Figure 12.